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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Alphabet-A
(NQ:
GOOGL
)
305.56
+3.28 (+1.09%)
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Updated: 4:00 PM EDT, Mar 16, 2026
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Meta’s AI Engine Ignites 24% Ad Growth, Even as Total Revenue Growth Moderates to 3%
February 16, 2026
The early 2026 financial results for Meta Platforms, Inc. (NASDAQ:META) have painted a picture of a company in the midst of a profound structural evolution. While the tech giant reported a staggering...
Via
MarketMinute
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The High Cost of Intelligence: Microsoft’s AI Ambition Faces Wall Street Scrutiny
February 16, 2026
The dawn of 2026 has brought a stark realization for the tech sector: the "AI Revolution" is as expensive as it is transformative. Microsoft Corp (NASDAQ: MSFT) recently reported its results for the...
Via
MarketMinute
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Earnings
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AppLovin’s Rollercoaster Week: Is AI the Architect of Growth or the Harbinger of Disruption?
February 16, 2026
The mid-February trading sessions for AppLovin Corp. (NASDAQ: APP) have sent shockwaves through the ad-tech sector, serving as a high-stakes litmus test for investor sentiment regarding artificial...
Via
MarketMinute
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The Seven-Thousand Siege: S&P 500’s Historic Breach and the Great Tech Pivot of 2026
February 16, 2026
In a watershed moment for global equity markets, the S&P 500 (INDEXSP:.INX) briefly conquered the psychological 7,000-point milestone in late January 2026, marking the fastest 1,000-point ascent in the...
Via
MarketMinute
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Earnings
Amazon’s $200 Billion AI Gamble Triggers Market Rout: Nine-Day Slump Wipes Out $460 Billion
February 16, 2026
The tech sector is reeling this week as Amazon.com, Inc. (NASDAQ: AMZN) endured a historic nine-day losing streak, marking its longest consecutive daily decline in nearly two decades. The sell-off,...
Via
MarketMinute
Topics
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Earnings
The Great Inflation Thaw: US Price Pressures Hit Five-Year Low as Federal Reserve Eyes 2026 Pivot
February 16, 2026
The United States economy reached a long-awaited milestone this week as the Bureau of Labor Statistics reported that headline inflation fell to 2.4% in January 2026, with the core Consumer Price Index...
Via
MarketMinute
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Artificial Intelligence
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Nvidia’s AI Iron Grip vs. The 45x P/E Reckoning: A 2026 Market Analysis
February 16, 2026
SANTA CLARA, Calif. — February 16, 2026 — As the first quarter of 2026 unfolds, the semiconductor industry finds itself at a dizzying crossroads. Nvidia (NASDAQ: NVDA) continues to command a staggering...
Via
MarketMinute
Topics
Artificial Intelligence
The Great Pivot of 2026: Investors Flee 'AI Fatigue' for the Safety of Utilities and Staples
February 16, 2026
NEW YORK — The exuberant AI-driven rally that defined the middle of the decade has hit a formidable wall in February 2026. In a dramatic shift of market leadership, institutional capital is staging a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Alphabet Defies Equity Volatility with Landmark $32 Billion Global Debt Sale
February 16, 2026
In a move that has recalibrated expectations for the corporate credit market, Alphabet Inc. (NASDAQ: GOOGL) successfully executed a massive $32 billion multi-currency debt sale in mid-February 2026....
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MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
The Great Thaw or a Cold Front? US Labor Market Hits 5-Year Low as Fed Maintains 'Hawkish Pause'
February 16, 2026
The United States labor market has entered a definitive cooling phase as of February 2026, signaling a major shift from the post-pandemic hiring frenzy. Recent data from the Bureau of Labor Statistics...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
Cisco Shares Plunge 12% as AI-Driven Memory Costs Squeeze Margins
February 16, 2026
The gold rush for Artificial Intelligence infrastructure has hit a significant roadblock, and the fallout is reverberating through the heart of the networking world. Cisco Systems (NASDAQ: CSCO) saw...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Oracle Shares Surge 9.6% as CMS Modernization Deal Solidifies OCI’s Public Sector Dominance
February 16, 2026
AUSTIN, Texas — Shares of Oracle Corporation (NYSE: ORCL) surged 9.6% this week, marking one of the tech giant's strongest trading sessions of the year. The rally was ignited by a high-profile analyst...
Via
MarketMinute
Topics
Artificial Intelligence
Meta's Platfroms' New Bull: Why Billionaire Bill Ackman Is Buying
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February 16, 2026
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Prediction: These 3 Stocks Will Crush the Market in 2026
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February 16, 2026
These stocks all have catalysts on the way that could provide great news for investors.
Via
The Motley Fool
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Artificial Intelligence
Chou Associates Dumps 293,000 Shares of This Berkshire Hathaway Holding
↗
February 16, 2026
SiriusXM generates most of its revenue from subscription-based audio services, serving U.S. consumers and automotive partners.
Via
The Motley Fool
Topics
Regulatory Compliance
The Apple Exception: How the Tech Giant Defies the ‘Most Admired’ Market Curse
February 16, 2026
In late January 2026, Apple Inc. (NASDAQ: AAPL) once again silenced skeptics by reporting a record-shattering $143.8 billion in quarterly revenue, marking its most successful holiday season in history....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
The Hegseth Ultimatum: Anthropic Faces 'Supply Chain Risk' Designation as Safety Negotiations Stall
February 16, 2026
WASHINGTON D.C. — In a dramatic escalation of the conflict between Silicon Valley’s safety-first ethos and the federal government’s "wartime" AI doctrine, the Department of War has moved to the brink...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The SaaSpocalypse of 2026: Why AppLovin and Cisco’s Record Earnings are Falling on Deaf Ears
February 16, 2026
In a startling paradox that has left market veterans scratching their heads, February 2026 has become the month where "beating and raising" was no longer enough for Silicon Valley’s elite. Despite...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Blue-Chip Tech Giant: Walmart Joins the $1 Trillion Club as AI and New Leadership Redefine Retail
February 16, 2026
In a historic shift for the global equity markets, Walmart Inc. (Nasdaq:WMT) officially crossed the $1 trillion market capitalization threshold on February 3, 2026. The milestone marks the first time a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI Infrastructure Powerhouse: A Deep Dive into Microsoft’s $81.3B Revenue Milestone
February 16, 2026
As of February 16, 2026, Microsoft Corp. (NASDAQ: MSFT) stands at the undisputed epicenter of the global technology landscape. The company recently reported a staggering $81.3 billion in quarterly...
Via
Finterra
Topics
Artificial Intelligence
NVIDIA (NVDA) at the Crossroads: Analyzing the 2.2% Pullback and the Path to Rubin Architecture
February 16, 2026
As of February 16, 2026, NVIDIA Corp (Nasdaq: NVDA) remains the gravitational center of the global technology sector. Following a multi-year rally that redefined the limits of market capitalization,...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Earnings
Apple Inc. (AAPL): Record Revenue vs. Regulatory Reality – A 2026 Deep Dive
February 16, 2026
Today’s Date: February 16, 2026 Introduction Apple Inc. (NASDAQ: AAPL) remains the ultimate barometer for the global technology sector. As of February 2026, the Cupertino giant finds itself at a...
Via
Finterra
Topics
Artificial Intelligence
Economy
Lawsuit
The Visual Search for Value: Deconstructing Pinterest’s (PINS) 22% Post-Earnings Plunge
February 16, 2026
The digital advertising landscape has long been a game of giants, but for Pinterest, Inc. (NYSE: PINS), the latest move on the board has left investors reeling. On February 13, 2026, the visual...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Alphabet’s Pullback: A Second Chance for Long-Term Investors?
↗
February 16, 2026
Via
MarketBeat
Big Tech Will Spend $700 Billion on Artificial Intelligence in 2026. Here's My Top Stock to Buy to Take Advantage.
↗
February 16, 2026
Expectations are already high for this AI stock, but big tech could provide an even bigger tailwind.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Best Stock to Buy Now: Alphabet vs. Amazon
↗
February 16, 2026
Amazon and Alphabet saw huge growth in cloud computing during Q4.
Via
The Motley Fool
Topics
Artificial Intelligence
If I Could Only Buy and Hold a Single Stock, This Would Be It.
↗
February 16, 2026
This one stock provides exposure to many other stocks representing multiple sectors.
Via
The Motley Fool
Topics
ETFs
The AI Stock That Could Turn the Tables on the "Magnificent Seven"
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February 16, 2026
This company is seeing revenue climb in the double digits.
Via
The Motley Fool
Topics
Artificial Intelligence
The Stock Market Is Doing Something Witnessed Only 2 Times in 154 Years -- and History Is Crystal Clear About What's to Come.
↗
February 16, 2026
Investors have grown more cautious than they were last year.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Amazon Now Owns Shares of Wall Street's Hottest Quantum Computing Stock
↗
February 16, 2026
While this fourth-quarter purchase might seem like cause for celebration, investors would be wise to temper their expectations.
Via
The Motley Fool
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